電気自動車（EV）バッテリー市場規模、インサイト、および業界成長
The global electric vehicle (EV) battery market is on a remarkable growth trajectory driven by surging EV adoption, next-generation battery technologies, and strong government support. The industry is valued at USD 93.1 billion in 2025 and projected to reach USD 182.4 billion by 2032 , expanding at a healthy CAGR of 10.1% during the forecast period . This expansion highlights the sector's central role in the clean mobility revolution as automakers, technology providers, and governments collaborate toward a sustainable future.
For more industry insights, read: https://www.fairfieldmarketresearch.com/report/electric-vehicle-ev-battery-market
Market Insights and Key Trends
Lithium-ion batteries remain the backbone of the industry, powering 95% of EVs and accounting for a 67.4% market share in 2024. Meanwhile, solid-state batteries are emerging as a game-changer, with forecasts suggesting a CAGR of 49.4% and potentially reaching US$6.3 billion by 2032 .
Capacity-wise, the 50-110 kWh segment dominates, especially for passenger EVs , with packs above 300 kWh accelerating for truck electrification. Battery electric vehicles (BEVs ) are expected to capture over 70% market share in 2024, highlighting their dominance in driving global demand.
Regionally, Asia Pacific leads the way, with China dominating with demand of 415 GWh in 2023. However, North America is the fastest growing market , driven by a 45% annual demand increase and supported by US inflation control legislation and large-scale investment .
Get a sample copy of the report at: https://www.fairfieldmarketresearch.com/report/electric-vehicle-ev-battery-market/request-sample
Growth Drivers
- Global EV adoption drives battery demand
The rapid rise of EVs is driving unprecedented battery demand, reaching 950 GWh in 2024 , a 25% increase from 2023. The US, Europe, and China are the major contributors, with emerging markets such as India and Southeast Asia recording growth rates of over 70%. Strong government incentives, subsidies, and emissions targets are accelerating adoption, with lithium iron phosphate (LFP) batteries now accounting for 40% of the market thanks to their cost efficiency.
- Policy incentives and next-generation chemistry
Global policies and technological innovations are reshaping the EV battery landscape. The US Inflation Control Act alone has allocated US$369 billion , while EU CO₂ targets are pushing BEV market share to 28% by 2025. On the innovation front, sodium-ion and solid-state batteries are advancing alongside falling battery prices, enabling affordable EV models and accelerating global adoption.
Market Constraints
Despite robust growth, the market faces challenges. Fluctuations in raw material prices, particularly for lithium and nickel, pose risks, along with the potential for overcapacity in battery production. Safety concerns regarding lithium-ion fires and limited charging infrastructure also hinder adoption, particularly in price-sensitive regions. High upfront investments in solid-state batteries could further delay mass commercialization.
Opportunities and Emerging Trends
Battery recycling is a significant opportunity, expected to grow at a CAGR of 28.3% as the world transitions to a circular economy. Recycling can reduce dependency on raw material mining while also creating new value streams for second-life applications, which are forecast to reach USD 23.39 billion by 2030 .
Additionally, emerging chemistries such as sodium ion and the rise of affordable EV models priced under US$29,000 offer immense opportunities for growth in developing countries such as India, Vietnam and Brazil. These advancements could drive demand to exceed 4.7 TWh by 2030 .
Regional highlights
- North America : Approximately US$31 billion has been invested in Canadian Gigafactories and US Department of Energy projects, with Ford, Volkswagen and Northvolt leading the way.
- Europe : Germany and the UK are leading the way in expanding production capacity, supported by billions of dollars of EU and private investment, along with strong CO₂ reduction targets.
- Asia Pacific : China remains the global leader, while India, Indonesia and South Korea are strengthening their supply chains and production capabilities.
Competitive analysis
The market is dominated by established major players such as CATL, BYD, LG Energy Solution, Panasonic Energy, Samsung SDI, SK On, CALB, etc. Emerging companies such as QuantumScape (solid-state technology) and Redwood Materials (recycling) are reshaping the competitive landscape, reflecting the innovation-driven momentum in the sector.
Major companies
- CATL (Contemporary Amperex Technology Co., Ltd.)
- BYD (Building Dreams)
- LG Energy Solutions
- Panasonic Energy
- Samsung SDI
- SK On
- CALB (China Aviation Lithium Battery)
- Gotion High Tech (Kokuken)
- EVE Energy
- Farasis Energy
- Sanwoda
- Quantumscape
- Redwood material
Trend Report :
- Industrial Rubber Market : https://www.fairfieldmarketresearch.com/report/industrial-rubber-market
- Digital Temperature and Humidity Sensor Market : https://www.fairfieldmarketresearch.com/report/digital-temperature-humidity-sensor-market
- Stinging Nettle Root Extract Market : https://www.fairfieldmarketresearch.com/report/stinging-nettle-root-extract-market
- Transformer Market : https://www.fairfieldmarketresearch.com/report/transformer-market
- Swarm Intelligence Market : https://www.fairfieldmarketresearch.com/report/swarm-intelligence-market
